commercetools vs SPS Commerce

commercetools for Builders: From building faster to lowering the barrier of moving to commercetools

New Migrations, Foundations and Integrations skills in commercetools for Builders lower the barrier of moving to commercetools.

commercetools Blog: New Articles on AI, Modernization, and InStore Updates

The blog page now features new articles including 'Building with AI: Best practices for guardrails from real-world development' (Sept 22, 2026), 'Modernizing commerce: How to reduce risk and speed up time to value' (Sept 16, 2026), 'The agentic commerce radar: Autumn 2026 update' (Sept 15, 2026), 'Anthropic built the agents. We built the engine to run them on.' (Sept 10, 2026), and 'From standalone POS to unified commerce: What’s new in commercetools InStore' (Sept 8, 2026).

commercetools Blog: New Articles on Modernizing Commerce, Agentic Commerce Radar, and Claude Commerce Agents

The blog page now features new articles including 'Modernizing commerce: How to reduce risk and speed up time to value' (Sept 16, 2026), 'The agentic commerce radar: Autumn 2026 update' (Sept 15, 2026), and 'Anthropic built the agents. We built the engine to run them on.' (Sept 10, 2026). These posts discuss commerce modernization, AI trends, and integration with Anthropic's Claude agents.

10-Q Financial Filing Analysis for SPS Commerce (2026-07-30)

For the second quarter ended June 30, 2026, SPS Commerce reported total revenues of $197.8 million, up 5.6% year-over-year, driven by ongoing expansion across its retail supply chain network and 1P recurring revenue customer base. Recurring revenues reached $190.4 million, representing 96% of total revenue. However, GAAP operating income fell 68.2% to $8.4 million and GAAP net income dropped to $6.9 million ($0.19 per diluted share) due to a $23.5 million pre-tax loss on the divestiture of its third-party (3P) revenue recovery business. Operating cash flows remained strong, surging 68.3% to $121.7 million for the first six months of 2026. The divestiture of the non-core 3P business on June 30, 2026, generated $8.8 million in net cash and reduced recurring customer count to approximately 46,650 while expanding ARPU by 14% to $15,100. Non-GAAP performance remained healthy, with Q2 Adjusted EBITDA expanding 18.9% to $66.6 million (34% margin) and non-GAAP EPS reaching $1.27.

• Q2 2026 revenue increased 5.6% YoY to $197.8 million, with recurring revenue accounting for $190.4 million (96% of total).
• Completed the divestiture of the 3P revenue recovery business on June 30, 2026, for $8.8 million in net cash, recognizing an operating loss of $23.5 million.
• Repurchased 905,815 shares of common stock for $50.0 million during Q2 2026 ($98.7 million in H1 2026), with $186.4 million remaining authorized under the 2025 program.

Marketo Co-founder Launches AI Marketing Automation Platform Phave

Jon Miller, co-founder of Marketo and Engagio, together with Nick Bonfiglio, formerly head of product and engineering at Marketo, has launched Phave, an AI-powered marketing automation platform for enterprise B2B organizations. After two years in stealth, Phave reached general availability in August 2026 and is now used by 10 companies. Designed to replace legacy MAPs like Marketo, Pardot, Eloqua, and HubSpot, Phave's intelligence engine, Maestro, generates personalized 'Playlists' that dynamically sequence marketing touches based on real-time data, objectives, and governance. The platform treats contacts, accounts, and buying groups as first-class objects, supports natural language configuration, and offers headless access via MCP (exposing 319 tools) and REST API. In an independent evaluation against 481 requirements, Phave scored 2.97, outperforming HubSpot (2.46) and Marketo (2.38). Early enterprise customers include SambaNova, SPS Commerce, mabl, Servion, and Hypha.

• Jon Miller and Nick Bonfiglio founded Phave, an AI-powered B2B marketing automation platform.
• Phave emerged from stealth and reached general availability in August 2026, currently serving 10 companies.
• Phave uses AI reasoning models (via Maestro) and 'Playlists' to personalize and sequence marketing actions.